The Joseph Carlson Show

Odcinki

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  Google And Meta Will Beat OpenAI And Anthropic 01.10.2026 31min

  0:00 Why Google & Meta Could Win AI2:08 The AI Race: OpenAI vs. Anthropic3:33 Meta Goes All-In on AI5:08 Google's Comeback With Gemini7:04 Gemini 4 Benchmarks9:33 Google & Meta's Financial Advantage12:16 Free AI, Pricing & Monetization17:26 Trust, Distribution & OpenAI's Super-App Problem23:05 Netflix Selloff & Ted Sarandos25:52 FICO's Stock Collapse
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  How I’m Investing With $1.5 Million Stock Portfolio 28.09.2026 35min

  I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push, and updates on Amazon, Mastercard, ASML, S&P Global, Netflix, Uber, DoorDash, and more. I also look at the growing debate over AI and jobs, contrasting Jensen Huang’s optimistic view with Andrew Yang’s concerns about automation, before finishing with Bob Chapek’s comments about what happened behind the scenes at Disney and Bob Iger’s return.0:00 Intro 1:31 $1.5 Million Portfolio Update 3:04 Google Falling Behind in AI 7:29 Meta’s Huge Comeback 10:35 Amazon & the Portfolio 16:29 Netflix Gets Crushed 23:08 Jensen Huang vs. Andrew Yang on AI 32:20 Bob Iger — Fail of the Week
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  Everything Just Changed For Meta 21.09.2026 29min

  Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has shifted so quickly, and why Amazon’s decision to block Muse may be less about “security and privacy” and more about protecting its advertising business and its direct relationship with customers. We’ll look at what happens if AI agents become the new way people shop online, how Meta could respond to Amazon’s blockade, and why I think this fight is only the beginning.We also have a new Fail of the Week. Andrew Yang went on CNBC with an extraordinary claim that rogue AI bots have “polluted” the internet to the point that major AI companies can no longer use it for training. I dig into what he actually said, whether there’s evidence behind it, and why the technical explanation raises some major questions. Plus, we revisit Gene Munster’s bearish Meta call after the stock’s huge rebound and take a closer look at just how quickly the AI landscape is changing.0:00 Meta, Muse & Amazon: The War Begins2:00 Why Meta Stock Is Surging3:39 Muse Changes the Meta Story10:22 Amazon Blocks Muse13:21 The Real Reason Amazon Is Worried16:41 How Meta Can Respond21:55 Gene Munster’s Meta Call Revisited23:10 Andrew Yang’s “Polluted Internet” Claim
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  Warning: Investors Must Prepare For The Agentic Takeover 18.09.2026 43min

  AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf.That shift could have enormous consequences for some of the world’s biggest companies.In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears?We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more.Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure.The question may no longer be, “Can AI automate this business?”It may be: “What happens when an AI agent becomes the customer’s gatekeeper?”0:00 The Agentic Commerce Thesis2:03 Meta Muse: The First Real Consumer Agent5:43 How AI Agents Could Reshape Business7:26 The Friction Framework: Who Is Most Exposed?11:57 The Four Stages of the Agent Economy18:28 Booking Holdings, DoorDash & Intuit27:12 Google, Amazon, Uber & Duolingo32:15 Microsoft, Meta, Visa & Mastercard36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse41:14 Which Companies Are Most Exposed to AI Agents?
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  The Best Stock To Buy During The "AI Slowdown" 14.09.2026 35min

  0:00 The AI Slowdown Battle4:05 Why Meta Benefits Most6:49 How Meta Wins Either Way12:41 Meta’s New AI Assistant15:41 Zuckerberg’s Track Record20:43 Dario’s Real Incentives29:21 The Problem With “Coordinated Pacing”31:46 Fail of the Week: Hunter Biden’s Meme Coin
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  The AI Conspiracy Is Blowing Up 10.09.2026 26min

  Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.
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  Something Has Gone Terribly Wrong 03.09.2026 24min

  00:00 What's Happneing In The Stock Market17:31 Microsoft to Reveal Cloud Growth19:45 S&P Global To Sell Capital IQ21:52 Google Avoids Breakup 23:00 Fail Of The Week: Teleprompter Operator
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  Investor Warning: They’re All Lying To You About AI 31.08.2026 41min

  Why the biggest bear, Ed Zitron, belives AI is a con.
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  Meta Wins A Massive Strategic Victory 26.08.2026 29min

  00:00 Meta Strategic Victory In Lawsuit18:30 Microsoft Is Hiding From Investors21:23 Netflix May Offer Peacock Through It's Service26:15 Win Of The Week: SharkNinja's Innovation
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  ’m Buying $10,000 Of This Company Next 24.08.2026 43min

  00:00 Buy Prices For Every Stock26:18 Uber Hit Piece38:50 Fail Of The Week: Gene Munster
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  How I Built A $1.5 Million Portfolio 20.08.2026 35min

  00:00 How To Have An Edge In Investing15:02 Sharing My Investment Journey19:15 Top Pick 1: Meta23:50 Top Pick 2: Uber25:50 Top Pick 3: S&P Global27:30 Duolingo DAU Update29:20 Fail Of The Week: Amazon Drone Delivery30:45 New Carlson Family Member
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  All The Pros All Buying These Companies 17.08.2026 33min

  00:00 Super Investor Portfolio Update23:00 Meta Lawsuit Gets Worse
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  Bill Ackman Just Bought 6 New Stocks 13.08.2026 23min

  In this episode we review Bill Ackmans new buys.
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  9 Stocks That Could Make You Rich 12.08.2026 29min

  00:00 Overview01:24 IMAX08:33 Reddit11:39 MELI13:20 Adobe16:28 Nike17:50 Rollins19:40 Copart23:04 Nebius24:58 Cava26:35 Fail Of The Week: Elisson vs California
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  Three Top Stocks To Buy Today 10.08.2026 28min

  00:00 Introduction01:00 A History Of Picking Stocks06:30 Uber11:50 Meta18:02 Netflix20:15 Semianalysis Gemini Has Lost23:48 Fail Of The Week: Keith Rabois
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  Market Sentiment Is Quickly Changing 03.08.2026 25min

  00:00 Intro02:30 AWS Has Changed The Market11:26 FICO Earnings14:24 Uber & DoorDash19:00 Duolingo22:00 Texas Roadhouse23:00 Tom Lee 2027 Prediction
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  I’m Buying More Today 31.07.2026 27min

  Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case there were 'reasons' that the stock deserved to be down. With Google it was that ChatGPT would disrupt search, Microsoft it was Claude would disrupt the software bundle and the backlog was too concentrated, Amazon it was large CAPEX spend with no flagship model. With Meta it's that they have no public cloud business. Like all the others, investors will eventually be convinced with Meta as well.
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  Investors Are Missing The Best Opportunity In Years 27.07.2026 44min

  00:00 Introduction03:01 PayPal Stock08:33 S&P Global Earnings12:36 Visa and Mastercard17:16 FICO and Robinhood19:38 Meta and Microsoft Earnings27:05 The Three Layers of AI37:05 ASML and China’s Chip Machines39:11 AI, Hiring, and the Future of Jobs41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem
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  Why The Market’s Not Reacting To The Biggest Earnings 15.07.2026 20min

  00:00 Introduction02:00 ASML Earnings Reaction10:00 Netflix Earnings Tomorrow11:50 JP Morgan & The Banks12:20 Buffett Reveals He Bought GoogleFail Of The Week: Kalshi & New York City
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  Value Investing Has Finally Died 09.07.2026 35min

  00:00 The Growth of Momentum Investing19:00 How Buffett Comapres To Terry Smith29:00 Starbucks Is Building Their Own Software32:00 Fail Of The Week: AI Cheating In School